Back to filter
Original filing (PDF)20250516094227NAL0031460144001
MANAGED TRANSPORTATION LLC
Form 5500-SF
FILING_RECEIVED
MANAGE TRANSPORTATION 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
15
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANAGED TRANSPORTATION LLC.
Plan sponsor
Name
MANAGED TRANSPORTATION LLC
EIN
20-1288605
Address
12403 NE MARX ST · PORTLAND, OR · 97230
Phone
(503) 408-6624
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Transportation & Warehousing plans
AMERICAN TRANSPORTATION SYSTEMS, INC.
AMERICAN TRANSPORTATION SYSTEMS, INC. DEFINED BENEFIT PLAN
$1.2M · 2 participants
CHINA INTEROCEAN TRANSPORT, INC.
CHINA INTEROCEAN TRANSPORT, INC. RETIREMENT PLAN
$1.2M · 32 participants
CONNELLY AND CONNELLY, LLC DBA CRATERS & FREIGHTERS
CRATERS & FREIGHTERS 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 27 participants
WORLDWIDE LOGISTICS ASSOCIATES, INC
WORLDWIDE LOGISTICS ASSOCIATES, INC. 401(K) PLAN
$1.2M · 5 participants
MESSINA CONCRETE, INC.
MESSINA CONCRETE, INC. CASH BALANCE PLAN
$1.2M · 10 participants
ARGO LOGISTICS GROUP
ARGO LOGISTICS GROUP 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 11 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
